Universal Beteiligungs und Servicegesellschaft mbH Has $33.61 Million Stock Position in Aercap Holdings N.V. $AER

Universal Beteiligungs und Servicegesellschaft mbH reduced its position in Aercap Holdings N.V. (NYSE:AER) by 3.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 287,276 shares of the financial services provider’s stock after selling 10,405 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.15% of Aercap worth $33,611,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Alberta Investment Management Corp bought a new stake in shares of Aercap in the 2nd quarter valued at approximately $1,849,000. Creative Planning boosted its holdings in Aercap by 13.9% in the second quarter. Creative Planning now owns 35,305 shares of the financial services provider’s stock worth $4,131,000 after purchasing an additional 4,309 shares in the last quarter. Pinnbrook Capital Management LP increased its position in Aercap by 103.3% during the second quarter. Pinnbrook Capital Management LP now owns 80,229 shares of the financial services provider’s stock worth $9,387,000 after buying an additional 40,760 shares during the last quarter. Meridian Wealth Management LLC raised its holdings in Aercap by 28.7% during the second quarter. Meridian Wealth Management LLC now owns 137,086 shares of the financial services provider’s stock valued at $16,039,000 after buying an additional 30,543 shares in the last quarter. Finally, Forsta AP Fonden lifted its position in shares of Aercap by 19.5% in the second quarter. Forsta AP Fonden now owns 26,300 shares of the financial services provider’s stock worth $3,077,000 after buying an additional 4,300 shares during the last quarter. 96.42% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

AER has been the subject of a number of recent analyst reports. Susquehanna upped their target price on Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research report on Tuesday, November 11th. Barclays raised their target price on shares of Aercap from $132.00 to $144.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. TD Cowen boosted their target price on shares of Aercap from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Bank of America raised their price target on Aercap from $130.00 to $150.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Finally, Zacks Research upgraded Aercap from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Aercap currently has a consensus rating of “Moderate Buy” and a consensus target price of $140.57.

Aercap Stock Performance

NYSE AER opened at $132.92 on Tuesday. The company’s fifty day moving average is $125.08 and its two-hundred day moving average is $118.28. Aercap Holdings N.V. has a 52-week low of $85.57 and a 52-week high of $138.34. The company has a debt-to-equity ratio of 2.57, a current ratio of 0.44 and a quick ratio of 0.44. The firm has a market capitalization of $24.83 billion, a price-to-earnings ratio of 6.30, a P/E/G ratio of 2.50 and a beta of 1.40.

Aercap (NYSE:AER) last released its earnings results on Wednesday, October 29th. The financial services provider reported $4.97 earnings per share for the quarter, beating the consensus estimate of $3.16 by $1.81. Aercap had a net margin of 45.41% and a return on equity of 15.31%. The business had revenue of $2.31 billion during the quarter, compared to analysts’ expectations of $2 billion. During the same quarter last year, the company earned $2.41 earnings per share. The firm’s revenue was up 18.5% on a year-over-year basis. Aercap has set its FY 2025 guidance at 13.700-13.700 EPS. Equities research analysts forecast that Aercap Holdings N.V. will post 11.29 EPS for the current year.

Aercap Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Wednesday, November 12th will be given a dividend of $0.27 per share. The ex-dividend date is Wednesday, November 12th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.8%. Aercap’s payout ratio is currently 5.12%.

Aercap Profile

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews.